Straightforward and objective investment advice can save you time while making the most of your money.
Whether you’re a beginner or an experienced investor, we are here to help you create a financial P.L.A.N.:
- Pay yourself first
- Live within your means
- Assure your family’s stability
- Never stop learning
With FAIRWINDS Wealth Management available through CUSO Financial Services, L.P.*, our CFS Financial Advisors can help you navigate through this decision-making process and help you uncover which options are best for you, your family, and your situation.
- How much will I need to save for retirement?
Retirement should be one of the happiest days of your life. This pre-retirement calculator will help you determine how well you have prepared and what you can do to improve your retirement outlook. It is important that you re-evaluate your preparedness on an ongoing basis. Changes in your personal situation, economic climate, inflation, and achievable returns, will impact your plan.
- How much retirement income may my 401(k) provide?
It may surprise you how significant your retirement accumulation may become simply by saving a small percentage of your salary each month in your 401(k) plan. Further, it may be useful to estimate your future monthly income generated by these savings and what that means in today's dollars.
- What is the long-term impact of increased investment return?
It may surprise you how much more you could accumulate in savings simply by repositioning assets to achieve potentially a slightly higher return. Even one, two or three percent return over a short number of years can make a dramatic difference.